DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Howard Capital Management, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Brian C BolesOneamerica Securities, Inc. BD affiliatedHoward Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 5, 2026Jun 12, 2026 (99 d)
Caden Matthew PalmerMorgan Stanley wirehouseHoward Capital Management, LLC independent RIAWirehouse to independent RIAAug 22, 2024Mar 24, 2026 (579 d)
Daniel Christopher HornbakerGuggenheim Investments asset managerHoward Capital Management, LLC independent RIAOtherJan 21, 2022Jan 30, 2022
Loyd Lamar BeachamVoya Investment Management Co. LLC otherHoward Capital Management, LLC independent RIAOtherApr 9, 2021Apr 23, 2021
Sandler Edward WeinbergMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHoward Capital Management, LLC independent RIAWirehouse to independent RIAJun 15, 2020Oct 15, 2021 (487 d)
Patrick Robert McgillJohnson Wealth Inc. mixed wealthHoward Capital Management, LLC independent RIARIA to RIAJun 4, 2020May 27, 2020
Zachary Alan StoutAlgorithmic Investment Models otherHoward Capital Management, LLC independent RIAOtherJan 29, 2020Jun 2, 2020 (125 d)
Matthew Aaron ClarkLindner Capital Advisors, Inc. independent RIAHoward Capital Management, LLC independent RIARIA to RIAApr 17, 2018Jul 10, 2018 (84 d)
Kramer K ShiflettMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHoward Capital Management, LLC independent RIAWirehouse to independent RIAMar 14, 2018Jul 12, 2018 (120 d)
Hayden Torsten GerwienMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHoward Capital Management, LLC independent RIAWirehouse to independent RIAMar 14, 2018Jul 12, 2018 (120 d)
Steven P MeyerEdward Jones national BDHoward Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 20, 2017Aug 1, 2018 (254 d)
Michael John RoweAbsolute Capital Management, LLC otherHoward Capital Management, LLC otherOtherApr 3, 2017May 10, 2017 (37 d)
Samuel WrightStratos Wealth Partners, Ltd otherHoward Capital Management, LLC independent RIAOtherSep 16, 2016Nov 30, 2020 (1536 d)
Byron Lee PreussOnyx Wealth Advisors, Inc. otherHoward Capital Management, LLC otherOtherDec 31, 2012May 4, 2009
Ronald Vance HowardIms Securities, Inc. unclassifiedHoward Capital Management, LLC otherOtherDec 31, 2004Feb 5, 2003
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15 moves match.